Equity Prime Broker Onboarding Manager

Job Description:

Job Description:

This role is responsible for all onboarding activities including Know Your Customer, Tax, Legal Documentation, Operational Setups, Connectivity, etc. The team is directly client facing and responsible for implementing and managing a smooth and efficient onboarding process ensuring that the client is enabled to do business with BOA. The Equity Prime Brokerage Onboarding Manager will work as the liaison with all internal stakeholders (Sales, Account Managers, Legal, A&D, Credit, Tax, KYC, Implementation, RDS, CSRs, etc.) to ensure that the time to market is minimized, providing proactive and succinct communication to our clients. Additional responsibilities include identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance. As well as being responsible for cycle time metrics and accurate and timely pipeline updates.

Responsibilities:

Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I. This role is responsible for all onboarding activities including Know Your Customer, Tax, Legal Documentation, Operational Setups, Connectivity, etc. The team is directly client facing and responsible for implementing and managing a smooth and efficient onboarding process ensuring that the client is enabled to do business with BOA. The Equity Prime Brokerage Onboarding Manager will work as the liaison with all internal stakeholders (Sales, Account Managers, Legal, A&D, Credit, Tax, KYC, Implementation, RDS, CSRs, etc.) to ensure that the time to market is minimized, providing proactive and succinct communication to our clients. Additional responsibilities include identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance, as well as being responsible for cycle time metrics and accurate and timely pipeline updates.

Requirements:

• Presentable, confident and client focused. Previous experience in a client facing role, or ability to conduct discussions with Clients in a confident manner.
• Ability to work under pressure in a team environment while coordinate multiple deadlines.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised.
• Candidate will be able to manage own time and know when to escalate.

Other Qualifications:

• Previous experience with Primer Broker a plus.
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine best path forward.
• Experience with connection with a diverse set of clients to understand future business needs - is a continuous learner.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology and ways of working to better serve our evolving client base.
• Believes in the value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.

Shift:

Hours Per Week: